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Wipfli Financial Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Wipfli Financial Advisors’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$58K Buy
+3,000
New +$59.7K ﹤0.01% 1004

Other funds holding FSMB

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LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wipfli Financial Advisors's FSMB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q3 2022: 3,000 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings.

99 funds tracked by Wall St. Rank hold FSMB as of Q3 2022.

  • Wipfli Financial Advisors held 3,000 shares of First Trust Short Duration Managed Municipal ETF worth $58K as of Q3 2022.
  • First Trust Short Duration Managed Municipal ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1004 holding.
  • 99 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.